Lifecycle Rules for On-boarding and Exit Survey

HR admin will now no longer have to identify employees joining in and leaving the organization everyday to send out a survey. With the help of lifecycle rules, HR admin can create rule to send onboarding and exit survey after X days of employee joining and exit date. For example, HR admin has to send an onboarding survey to the employees after 7 days of the employees joining date than s/he can simply go to the lifecycle rule, select the survey for onboarding rule and define it to be send after 7 days. All the new employees joining in will get the onboarding survey after 7 days of joining

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To setup Lifecycle rule, go to:

Login » Employee roaster » Admin » Lifecycle
Click on “add rule” for creating new lifecycle rules

User will have the below options to enter to create new rule:

Rule name

Select the employee filter

Select the criteria

Select the survey from the selected criteria

Enter schedule deployment in days

Select one or more required medium from sms,survey and slack
Select the respective templates for the medium selected

User has an option of “Add reminder “ toggle which is optional, if the toggle is on user has to enter below details

Select one or more required medium from sms,survey and slack

Days- After how many days the reminder should get triggered ( Can’t be zero)
Repetition - How many times should reminder repeat ( Can’t be zero)
User can add multiple “days and repetition” intervals ,If the user clicks on “+” sign user gets an option to add new interval and If the user clicks on “-” then the interval gets deleted